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Root Financial Partners’s JetBlue JBLU Stock Holding History

Root Financial Partners’s Portfolio JBLU Stock Details JBLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.69K Buy
1,740
+985
+130% +$5K ﹤0.01% 1783
2025
Q4 		$3.44K Sell
755
-113
-13% -$515 ﹤0.01% 1873
2025
Q3 		$4.27K Buy
+868
New +$4.17K ﹤0.01% 1782

Other funds holding JBLU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Root Financial Partners's JBLU Position: Q1 2026 in Review

Root Financial Partners increased its JetBlue (JBLU) stake by 130% in Q1 2026, buying an estimated $5K and bringing the position to 1,740 shares worth $7.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

Root Financial Partners first reported a position in JBLU in Q3 2025 and has held it in 3 quarters since. 371 funds tracked by Wall St. Rank hold JBLU as of Q1 2026.

  • Root Financial Partners held 1,740 shares of JetBlue worth $7.69K as of Q1 2026.
  • Root Financial Partners bought 985 JetBlue shares in Q1 2026, an estimated $5K.
  • JetBlue made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1783 holding.
  • Root Financial Partners first reported a position in JetBlue in Q3 2025 and has held it in 3 quarters since.
  • 371 funds tracked by Wall St. Rank held JetBlue as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.